MGB Wealth Management’s Shopify SHOP Stock Holding History

MGB Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$240K	Hold	1,491	–	–	0.07%	196
2025 Q3	$222K	Buy	+1,491	New	+$202K	0.06%	210

Other funds holding SHOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGB Wealth Management's SHOP Position: Q4 2025 in Review

MGB Wealth Management held its Shopify (SHOP) position steady in Q4 2025 at 1,491 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #196.

MGB Wealth Management first reported a position in SHOP in Q3 2025 and has held it in 2 quarters since. 1,883 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

MGB Wealth Management held 1,491 shares of Shopify worth $240K as of Q4 2025.
MGB Wealth Management left its Shopify share count unchanged in Q4 2025.
Shopify made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #196 holding.
MGB Wealth Management first reported a position in Shopify in Q3 2025 and has held it in 2 quarters since.
1,883 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.